With

We realize you probably aren’t an expert on all of the nuances and intricacies of investing and financial planning and don’t have the time or desire to become one. We have the knowledge, investment products, and reach of many of the large “Wall Street” firms, yet we provide our services on a very personal level.

When you experience the Klaus Financial Group, you will experience the knowledge and specialization you deserve with the personal touch and friendship you want.

What We Do

Our job is simple – to help you.

At the Klaus Financial Group, we realize you probably aren’t an expert on all of the nuances and intricacies of investing and financial planning and don’t have the time or desire to become one. Our job is to get to know you, listen to you, and talk with you in simple and easy to understand terms. We realize and understand that every person and every family is at a different place on their journey and will work with you to help put in place investing strategies and financial plans for your family and your needs.

We work with successful people from all walks of life helping them to achieve their goals, protect what they’ve built and take care of their families, including:

Retirees

Individuals and Families

Small Business Owners

Corporate Executives & Sales Professionals

Doctors & Medical Professionals

How we do it

We have the expertise, investment products, and reach of many of the large “wall street” firms, yet we provide our services on a very personal level. We don’t believe all firms are created equal, and believe that when you experience the Klaus Financial Group, you will experience the knowledge and experience you deserve with the personal touch you want. We will help you with:

Investments

Retirement Plannings

Financial Plannings

Insurance

Estate Planning

Our Partners

Klaus Financial Group

The Klaus Financial Group is proud to be supported by Independent Financial Partners (IFP) and LPL Financial (LPL) in the effort to provide the best combination of services and programs to our clients.

The Klaus Financial Group, IFP, and LPL are three separate and independent entities working together within a highly regulated framework. In the independent financial services arena, a financial advisor has the ability to select those platforms, programs and services that he or she thinks are the most appropriate to help meet the needs of his or her clients. The Klaus Financial Group has selected IFP and LPL to address those needs.

Independent Financial Partners

Independent Financial Partners (IFP) is a Registered Investment Adviser (RIA) located in Tampa, Florida. We support a network of over 475 financial advisors located throughout the United States who specialize in wealth management and retirement plan consulting. As a whole, the advisors at IFP collectively oversee in excess of $35 billion, giving us the ability to access resources such as enhanced technology, vendor support, and marketing opportunities not available to an individual office.

Our goal as a firm is to leverage our network and give our advisors access to state-of- the-art resources while still maintaining the feel of a smaller service-driven boutique firm. IFP advisors maintain their independence while owning and operating their books of business, but they always have IFP’s support in building and growing their practices. For more information, please visit www.ifpartners.com.

LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best -- help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: Enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research.Thousands of financial advisors nationwide rely upon LPL Financial to help meet their clients financial needs. For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

Klaus' Blog

History of Bull & Bear Markets

Click here for a printable PDF of the History of Bull & Bear Markets [caption id="attachment_312" align="alignleft" width="3300"] Some perspective... Read More

What Are Your Odds of Being Audited?

They are low, unless you show the I.R.S. some conspicuous “red flags” on your return. Fewer than 1%... Read More

2017 Key Information & Financial Data

Click here for a printable PDF of the 2017 Key Information & Financial Data. Read More

Contact Us

Free Consultation

If you need some help, please consider giving us a call. We always offer a Complimentary Consultation where we can sit down, get to know each other and talk things over. In addition, we’ll meet wherever is most comfortable for you -- whether it’s our office, your office or in your home. Convenient early morning and evening appointments are available.